|
26
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$3.12M
|
-$2.75M
|
-83,486
|
-46%
|
|
|
27
|
TAP Consulting
Kirkwood,
Missouri
|
$2.68M
|
+$127K
|
+3,865
|
+5%
|
|
|
28
|
Bank of America
Charlotte,
North Carolina
|
$2.49M
|
-$75.3M
|
-2,285,016
|
-97%
|
|
|
29
|
Collective Family Office
York,
Pennsylvania
|
$2.39M
|
-$1.1M
|
-33,382
|
-30%
|
|
|
30
|
Clear Creek Financial Management
Silverdale,
Washington
|
$2.36M
|
-$150K
|
-4,558
|
-6%
|
|
|
31
|
Attessa Capital
Tucson,
Arizona
|
$2.32M
|
+$2.43M
|
+73,811
|
New
|
|
|
32
|
|
$2.16M
|
+$1.39M
|
+42,310
|
+161%
|
|
|
33
|
Charles Schwab Trust
Henderson,
Nevada
|
$2.11M
|
-$164K
|
-4,976
|
-7%
|
|
|
34
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$1.75M
|
-$1.23M
|
-37,197
|
-40%
|
|
|
35
|
Mutual Advisors
Omaha,
Nebraska
|
$1.61M
|
+$94.5K
|
+2,868
|
+6%
|
|
|
36
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$1.54M
|
-$1.62M
|
-49,192
|
-50%
|
|
|
37
|
Park Avenue Securities
New York
|
$1.47M
|
-$2.07M
|
-62,932
|
-57%
|
|
|
38
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.44M
|
-$454K
|
-13,762
|
-23%
|
|
|
39
|
Citadel Advisors
Miami,
Florida
|
$1.38M
|
+$791K
|
+24,009
|
+120%
|
|
|
40
|
Fermata Advisors
Sonoma,
California
|
$1.33M
|
+$1.39M
|
+42,244
|
New
|
|
|
41
|
Barden Capital Management
Austin,
Texas
|
$1.33M
|
+$86.9K
|
+2,637
|
+7%
|
|
|
42
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.32M
|
-$1.17M
|
-35,476
|
-46%
|
|
|
43
|
WBH Advisory
Baltimore,
Maryland
|
$1.26M
|
-$895K
|
-27,155
|
-40%
|
|
|
44
|
Antonelli Financial Advisors
Grosse Pointe,
Michigan
|
$1.26M
|
+$1.32M
|
+40,056
|
New
|
|
|
45
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$1.18M
|
+$1.23M
|
+37,400
|
New
|
|
|
46
|
Van Strum & Towne
San Francisco,
California
|
$1.14M
|
+$176K
|
+5,350
|
+17%
|
|
|
47
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.12M
|
+$165K
|
+5,003
|
+16%
|
|
|
48
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.12M
|
-$1.06M
|
-32,173
|
-48%
|
|
|
49
|
Trust Point Inc
La Crosse,
Wisconsin
|
$1.02M
|
+$75.3K
|
+2,284
|
+8%
|
|
|
50
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$968K
|
+$153K
|
+4,638
|
+18%
|
|
